Who are My Clients

My clients are individuals, religious institutions, and not-for-profit organizations who have wealth to invest (usually about $500,000 and up) and want to make a positive contribution with their money.
They care about the well being of others and the world and want to invest in companies that are not only profitable but whose business practices genuinely contribute to nature and society.
They are collaborators and are comfortable working with an advisor.
They invest in, buy and use ecologically sustainable products and services.
They insist on authenticity and integrity, personally, at work, in business and in politics.
They are concerned about women's issues, and more generally with fairness and social equity.
They explore alternative health care, exercise regularly, meditate, and otherwise seek to live healthy and holistic lifestyles.
They are often spiritually and/or religiously centered.
They care about and work for peace.
They are often anxious about their wealth when they initially come to me because they haven’t yet found a financial advisor who takes their values seriously. I do.

About Us

Phone: 888-596-0353 toll-free
Email: gary@sriinvesting.com